Shannon Werthmüller began her professional career at Lakefield Partners with commercial training, which she successfully completed. She also completed an external certification in banking. Since 2023, she has held a permanent role as Operations & Client Support Officer. What she especially appreciates about wealth management is the combination of financial markets and economic developments, along with the resulting dynamics of the global economy. In her diverse role, she brings her solid financial expertise to direct client contact and operational processes every day.
Languages
- German
- English
The size of Lakefield gives me an extremely varied range of responsibilities, and I can actively contribute in many different areas.
Work Experience
- 2023 – Today Operations & Client Support Officer at Lakefield Partners AG
- 2022 – 2023 Commercial apprenticeship at Lakefield Partners AG
Education
- 2023 Certificate “BankFIT Program” at CYP Association
- 2020 – 2023 Commercial basic training at the vocational school (business) in Bülach